Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFCX (LORD ABBETT ALPHA STRATEGY FUND CLASS C) | 19.18% | 32.40% | 15.43% | 3.40% | 8.23% | 8.11% | 7.44% | … | … |
Data as of 06/04/2026, Common starting date is 03/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFCX (LORD ABBETT ALPHA STRATEGY FUND CLASS C) | 03/23/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 32.40 | 15.43 | 3.40 | 8.23 | 8.11 | 7.44 | … | … | 19.18 | 7.95 | 12.39 | 13.07 | -24.12 | 8.41 | 15.32 | 24.12 | -10.50 | 19.72 | 8.39 | -1.68 | 2.09 | 41.46 | 11.72 | -6.96 | 26.37 | 38.76 | -41.25 | 13.52 | 20.95 | 16.36 | 16.07 | 40.98 | -21.26 | -12.19 | -6.22 | 32.37 |
| Sharpe Ratio | NA | 1.82 | 0.69 | 0.04 | 0.32 | NA | NA | … | … | 2.45 | 0.25 | 0.54 | 0.58 | -0.97 | 0.41 | 0.39 | 1.58 | -0.69 | 1.90 | 0.52 | -0.12 | 0.14 | 3.11 | 0.74 | -0.23 | 1.22 | 1.31 | -1.13 | 0.61 | 1.21 | 1.25 | 1.12 | 3.16 | -1.42 | -0.79 | -0.52 | 3.05 |
| Standard Deviation(%) | NA | 16.83 | 17.95 | 19.90 | 21.04 | NA | NA | … | … | 19.63 | 19.98 | 16.36 | 16.36 | 26.35 | 20.65 | 38.56 | 14.29 | 17.27 | 10.10 | 15.77 | 14.73 | 14.60 | 13.32 | 15.99 | 29.82 | 21.56 | 29.54 | 37.27 | 17.10 | 14.54 | 11.30 | 13.46 | 12.74 | 15.81 | 18.75 | 20.09 | 13.02 |
| Draw Down(%) | NA | 10.41 | 25.21 | 37.62 | 40.34 | NA | NA | … | … | 10.41 | 22.04 | 8.06 | 17.18 | 30.78 | 12.23 | 40.34 | 8.85 | 26.30 | 4.83 | 15.90 | 14.44 | 13.86 | 4.54 | 14.68 | 28.98 | 15.99 | 25.39 | 53.02 | 10.24 | 17.12 | 8.58 | 12.85 | 11.56 | 30.70 | 32.03 | 25.77 | 10.07 |
| Yield(%) | 0.00 | 7.69 | 3.49 | 2.82 | 7.03 | 7.59 | 6.94 | … | … | 0.00 | 7.49 | 1.08 | 0.58 | 6.13 | 1.12 | 1.05 | 19.42 | 14.02 | 14.72 | 13.29 | 14.32 | 11.02 | 9.66 | 4.94 | 0.32 | 0.28 | 0.00 | 4.75 | 9.22 | 4.53 | 0.00 | 0.00 | 0.00 | 0.69 | 3.84 | 2.99 | 1.69 |
Data as of 06/04/2026, Common starting date is 03/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFCX (LORD ABBETT ALPHA STRATEGY FUND CLASS C) |
-17.95%
Feb 2000 – Feb 2003 |
-2.31%
Feb 2004 – Feb 2009 |
1.83%
Apr 1999 – Apr 2009 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFCX (LORD ABBETT ALPHA STRATEGY FUND CLASS C) |
31.33%
Mar 2003 – Mar 2006 |
25.87%
Feb 2009 – Feb 2014 |
15.29%
Feb 2009 – Feb 2019 |
12.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart